John is a Managing Partner responsible for overseeing many areas of the firm’s activities, including investment research, portfolio management, client service, estate and wealth transfer planning, and asset protection. He also serves as the firm’s Chief Compliance Officer. John joined the AWM in 2010, beginning his second career after leaving a large public utility where he served in various senior Information Technology roles. John earned his BA in Information Systems and Computer Programming from Purdue University and his MBA from the University of Chicago. He holds the Series 65 Investment Advisory Representative license and the Investment Adviser Certified Compliance Professional